in Re Douglas W Baltrip Estate

CourtMichigan Court of Appeals
DecidedJanuary 26, 2016
Docket324154
StatusUnpublished

This text of in Re Douglas W Baltrip Estate (in Re Douglas W Baltrip Estate) is published on Counsel Stack Legal Research, covering Michigan Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
in Re Douglas W Baltrip Estate, (Mich. Ct. App. 2016).

Opinion

STATE OF MICHIGAN

COURT OF APPEALS

In re Estate of DOUGLAS W. BALTRIP.

KELLY COSBY, Personal Representative, UNPUBLISHED January 26, 2016 Petitioner-Appellee,

v No. 324154 Monroe Probate Court BRANDI BALTRIP, Personal Representative, LC No. 2011-000709-DE

Respondent-Appellant.

Before: RIORDAN, P.J., and JANSEN and FORT HOOD, JJ.

PER CURIAM.

Respondent, Brandi Baltrip, the personal representative of the estate of Douglas W. Baltrip (“decedent”), appeals as of right a probate court order appointing petitioner, Kelly Cosby, the special personal representative of the estate. We affirm.

I. FACTUAL BACKGROUND AND PROCEDURAL HISTORY

On November 17, 2011, decedent, who was 43 years old, was killed in an automobile accident allegedly involving alcohol. Most relevant to this appeal, he was survived by his second wife, the respondent; the petitioner, his sister; his minor children, Colton and Emma Baltrip; and Kellie Skidmore Baltrip, his first wife and the mother of his children.1

In December 2011, respondent was appointed personal representative of decedent’s estate. Several months later, decedent’s first wife (Kellie) filed an emergency petition on behalf of Colton and Emma for the removal of respondent as personal representative, for the appointment of a special personal representative, and for other relief based on a series of claims not relevant to this appeal. In October 2012, respondent and Kellie, as the children’s conservator, entered into a settlement agreement arising from Kellie’s petition. Most relevant to

1 In the interest of clarity, we will refer to respondent Brandi Baltrip as “respondent,” petitioner Kelly Cosby as “petitioner,” and the rest of the individuals by their first names in this opinion.

-1- this appeal, the parties, in a writing, agreed that after the conditions under the agreement were satisfied, neither party would raise any additional allegations against the other, and the minor children—and Kellie as their conservator—would no longer have any interest in, or claim against, the estate or respondent as personal representative of the estate.

In June 2014, petitioner filed a petition for the appointment of a special personal representative and/or removal respondent as personal representative of the estate. This is the petition at issue in this appeal. Petitioner asserted that she was an interested person with regard to decedent’s estate and sought appointment as a special personal representative in order to pursue a wrongful death action arising from decedent’s death, which would likely name respondent as a defendant based on allegations concerning respondent’s involvement in the accident that caused decedent’s death. She also requested that the probate court remove respondent as personal representative and grant any other relief appropriate under the circumstances.2

Respondent subsequently opposed petitioner’s petition on a variety of grounds, including that (1) petitioner did not have an interest in the estate and, therefore, lacked standing to bring the petition, and (2) the petition was barred by the doctrine of laches because petitioner was previously aware of Kellie’s investigation of a potential wrongful death claim in 2012, which was found to be meritless, and the role of a potential wrongful death claim in settlement negotiations and the resulting settlement agreement between respondent and Kellie in 2012.

After holding two hearings on the petition and providing an opportunity for the parties to provide supplemental briefs, the probate court found that petitioner was an interested person with regard to a wrongful death claim. The court also concluded that, under the circumstances of this case, respondent was unable to appropriately administer decedent’s estate in connection with any potential tort action that the estate may assert against her. Accordingly, it held, pursuant to MCL 700.3614(b), that appointment of a special personal representative was necessary to ensure the proper administration of a potential wrongful death claim. However, the probate court denied the petition to appoint either petitioner or Kellie as a special personal representative of the estate. Instead, “[t]he [c]ourt, on its own motion, to ensure impartiality and no real or perceived basis, appoint[ed] retired circuit Judge Michael W. LaBeau as a [s]pecial [p]ersonal [r]epresentative of the [e]state,” for the limited purpose of investigating and possibly pursuing a wrongful death action.

2 On August 13, 2014, Kellie filed a petition seeking the appointment of either herself or petitioner as special personal representative of decedent’s estate in order to pursue a wrongful death action. In a supplemental brief, petitioner stated that she bought her petition jointly with Kellie for the appointment of a special personal representative pursuant to MCL 700.3614, as they both requested that the probate court appoint one or both of them as special personal representative of the estate for the purpose of investigating and possibly pursuing a wrongful death action against respondent and any other tortfeasors. However, the probate court denied Kellie’s petition, and it is not at issue in this appeal.

-2- At a September 26, 2014 status conference, the court informed the parties that retired Judge LaBeau declined appointment as special personal representative. The court then reconsidered its previous decision and appointed petitioner as a special personal representative for the purpose of pursuing a wrongful death action.

II. STANDARDS OF REVIEW

We review de novo, as a question of law, the question of whether a party has standing to assert a claim. In re Gerald L Pollack Trust, 309 Mich App 125, 154; 867 NW2d 884 (2015). Likewise, “[i]ssues of statutory construction present questions of law that this Court reviews de novo,” In re Temple Marital Trust, 278 Mich App 122, 128; 748 NW2d 265 (2008) (citations omitted), and we generally review de novo a court’s decision regarding whether to apply an equitable doctrine, including laches, In re Filibeck Estate, 305 Mich App 550, 553; 853 NW2d 448 (2014); Knight v Northpointe Bank, 300 Mich App 109, 113; 832 NW2d 439 (2013).

However, “appeals from a probate court decision are on the record, not de novo.” In re Temple Marital Trust, 278 Mich App at 128, 141-142, citing MCL 700.1305; MCL 600.866(1); MCR 5.802(B)(1). We review the probate court’s factual findings for clear error and its dispositional rulings for an abuse of discretion. Id. at 128. A “court abuses its discretion when it chooses an outcome outside the range of reasonable and principled outcomes.” Id.

III. STANDING TO FILE A PETITION UNDER MCL 700.3614(b)

Respondent first argues that petitioner does not qualify as an “interested person” who has standing to file a petition for the appointment of a special personal representative under MCL 700.3614(b) because petitioner is not entitled to any proceeds from a wrongful death action and, as a result, does not “ha[ve] a property right in or claim against . . . the estate of [the] decedent.” MCL 700.1105(c). Respondent’s claim that petitioner is not entitled to any wrongful death proceeds is based on the fact that petitioner is not entitled to any portion of decedent’s estate under the laws of intestate succession, as decedent was survived by his wife and children. See MCL 700.2103. Respondent’s argument has no merit.

This Court reiterated the following principles of statutory interpretation in Book-Gilbert v Greenleaf, 302 Mich App 538, 541-542; 840 NW2d 743 (2013):

The judiciary’s objective when interpreting a statute is to discern and give effect to the intent of the Legislature.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Lothian v. City of Detroit
324 N.W.2d 9 (Michigan Supreme Court, 1982)
In Re Claim of Turner
530 N.W.2d 487 (Michigan Court of Appeals, 1995)
McTaggart v. Lindsey
509 N.W.2d 881 (Michigan Court of Appeals, 1993)
In Re Renaud Estate
509 N.W.2d 858 (Michigan Court of Appeals, 1993)
Department of Public Health v. Rivergate Manor
550 N.W.2d 515 (Michigan Supreme Court, 1996)
In Re Kramek Estate
710 N.W.2d 753 (Michigan Court of Appeals, 2006)
Detroit Leasing Co. v. City of Detroit
713 N.W.2d 269 (Michigan Court of Appeals, 2006)
In Re McDivitt Estate
425 N.W.2d 575 (Michigan Court of Appeals, 1988)
Tenneco Inc. v. Amerisure Mutual Insurance
761 N.W.2d 846 (Michigan Court of Appeals, 2008)
Brown v. Townsend
582 N.W.2d 530 (Michigan Court of Appeals, 1998)
In Re Temple Marital Trust
748 N.W.2d 265 (Michigan Court of Appeals, 2008)
Ypsilanti Fire Marshal v. Kircher
730 N.W.2d 481 (Michigan Court of Appeals, 2007)
in Re Gerald L Pollack Trust
867 N.W.2d 884 (Michigan Court of Appeals, 2015)
Demski v. Petlick
873 N.W.2d 596 (Michigan Court of Appeals, 2015)
Grand Trunk Western Railroad v. Kaplansky
258 N.W. 423 (Michigan Supreme Court, 1935)
In Re Abramovitz' Estate
270 N.W. 294 (Michigan Supreme Court, 1936)
Findlay v. Chicago & Grand Trunk Railway Co.
64 N.W. 732 (Michigan Supreme Court, 1895)
In re Estate of Hutton
477 N.W.2d 144 (Michigan Court of Appeals, 1991)
Duray Development, LLC v. Perrin
792 N.W.2d 749 (Michigan Court of Appeals, 2010)
Knight v. Northpointe Bank
832 N.W.2d 439 (Michigan Court of Appeals, 2013)

Cite This Page — Counsel Stack

Bluebook (online)
in Re Douglas W Baltrip Estate, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-douglas-w-baltrip-estate-michctapp-2016.